Real Estate Portfolio Job Description
Real estate portfolio
provides support for property management and administration through research, filing, reporting, and data entry of real estate information.
Real Estate Portfolio Duties & Responsibilities
To write an effective real estate portfolio job description, begin by listing detailed duties, responsibilities and expectations. We have included real estate portfolio job description templates that you can modify and use.
Sample responsibilities for this position include:
Monitor liquidity availability, timing of investor capital calls/distributions, need for credit facility borrowings/repayments
Manage the Fund’s debt portfolio including both mortgages and credit facility
Responsible for updating weekly/quarterly fund-level liquidity model
Develop investment opportunities that meet the investment objectives of existing clients
Implement strategy that drives returns and produces competitive performance measured against appropriate benchmarks
Develops and maintains professional relationships within the real estate community at large to benefit portfolio performance and to enhance the position of GRE within the larger market community of investors and real estate owners
Acts as a resource to junior members of the team and provides mentoring support
Manage key vendor/partner relationships
Perform analytics and reporting on the use and quality of collateral valuations (AVMs, appraisals, ) of residential real estate secured properties
Perform analysis on the AVM models that are currently in use and develop performance monitoring of AVM models and cascade for multiple uses
Real Estate Portfolio Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Real Estate Portfolio
List any licenses or certifications required by the position: RM, UCC, CFA
Education for Real Estate Portfolio
Typically a job would require a certain level of education.
Employers hiring for the real estate portfolio job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Real Estate, Business, Accounting, Economics, Business/Administration, MBA, Education, Engineering, Management
Skills for Real Estate Portfolio
Desired skills for real estate portfolio include:
Property management
Real estate development
Tax credit financing
Administration practices and processes
Cash flow modeling
Commercial products
Commercial sales
Credit
FACT
Financial performance
Desired experience for real estate portfolio includes:
Certified Financial Analyst, Certified Public Accountant or other professional certification desirable
Proficient in financial modeling and presentation building utilizing Excel, Power Point and ARGUS
Knowledge of the global investor community
Must have unrestricted work authorization to work in the United States and throughout the Americas region
Strong preference for a CFA, MBA or other similar technical designation or degree
Development and validation of MSA level house price forecasting models
Real Estate Portfolio Examples
1
Real Estate Portfolio Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of real estate portfolio. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate portfolio
- In conjunction with finance team, coordinate compliance of fund and facility provisions, liquidity analysis and queue procedures
- Prepare Flash reports, Quarterly Fund Reviews, and other key investor reporting materials
- Evaluate new Fund investment opportunities
- Oversee the asset management of the Fund’s portfolio properties
- Assist in the selection and execution of disposition transactions
- Manage the internal reporting processes and procedures as required
- Prepare presentations for both existing fund investors and new prospects
- Present on behalf of the Fund to both existing and prospective investors
- Utilize various software packages to perform analytical responsibilities
- Analyze the competitive landscape of open-ended funds and create strategies for the Fund to optimize competitiveness
Qualifications for real estate portfolio
- Work with back and mid office departments on the Fund’s reporting processes
- Work with various parties on the Fund’s data submissions to NCREIF and other industry participants
- Manage and oversee the Fund’s valuation procedures
- ACA, ACCA, CIMA qualification
- Experience of bookkeeping for Real Estate structures
- Basic working knowledge of IFRS and UK GAAP
2
Real Estate Portfolio Job Description
Job Description Example
Our company is looking for a real estate portfolio. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate portfolio
- Collaborates with portfolio managers on the interpretation of contractual agreements
- Evaluate the Commercial Real Estate portfolio’s data, own the management, quality and access – while identifying gaps, inefficiencies and opportunities
- Conduct updated asset valuation models using Excel and Argus
- Lead and oversee annual business plan process, hold-sell process, and quarterly asset management operating performance tracking reporting
- Review and complete business plans, hold-sell analysis (utilizing valuation modeling), and quarterly operating performance reports for portion of directly-held assets in portfolio
- Oversee migration of asset management data from excel-based system to recently selected web-based asset management portal program
- Perform annual visits to a portion of assets in portfolio
- Review third party asset appraisals for accuracy
- Collaborate with and oversee multi-disciplinary teams to facilitate hotel pipeline project delivery (keeping on track from a timing and budget perspective)
- Knowledge of key development, legal and operational issues related to real estate or hotel operations –valuation, debt and equity financing, foreclosure/bankruptcy, and brand equity
Qualifications for real estate portfolio
- Ability to manage the processing of contractual agreements assessing associated risk factors involved
- Maintain oversight of all ‘business as usual’ related Real Estate activity rent reviews, rates reviews, incentives
- Must have 5+ years of corporate real estate accounting experience and/or public accounting experience with real estate clients and/or REIT accounting experience
- Bachelor’s degree in Accounting, Math, Engineering or related quantitative field
- 10-12 years of real estate portfolio management experience essential and minimum of 10 years of financial modeling and analysis experience
- Two years of experience working in commercial real estate
3
Real Estate Portfolio Job Description
Job Description Example
Our growing company is looking to fill the role of real estate portfolio. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate portfolio
- Demonstrated ability to formulate creative solutions to complex transactions and to develop and drive a process from post-origination to close
- Strong qualitative and quantitative analytical skills with proven analytical skills and an understanding of economic valuation theories and processes
- Proven experience working with a collaborative mindset ensuring key stakeholders are considered
- Baccalaureate (or equivalent) degree required
- Support efforts of Real Estate Finance Group
- Support forecasting and modeling for mortgage investments as compared to strategy and tactics
- Identify reporting or data flow errors or inefficiencies and recommend solutions
- Act as liaison between CRI, Finance, Accounting and Portfolio
- Coordinates customer service requests for existing relationships, including loan renewals and modifications
- May manage the group support staff
Qualifications for real estate portfolio
- Advanced proficiency with Excel is a must, intermediate skills with Word and PowerPoint
- Ability to identify cost reductions and other terms of contracts
- Recent experience within Real Estate as a client relationship manager, project manager, business manager, finance manager or strategic business planner
- Delivery of reports and business cases in a timely and professional manner, and often under stringent timelines
- Effective creative writing skills
- Demonstrated ability to manage and prioritize a number of tasks and deliverables
4
Real Estate Portfolio Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of real estate portfolio. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate portfolio
- Review of loans downgraded or deemed to have credit weaknesses
- Facilitate and assist in obtaining appropriate BG management approval of project options and/or costs
- Conduct portfolio management activities such as completing Annual Financial Updates including financial statements, covenant tracking, Portfolio Reviews and timely past due and exception tracking on existing borrowers
- Manage the loan flow process, gather required financial information, coordinate discussions with Commercial Real Estate Underwriting team and ensure accurate loan documentation in accordance with loan approvals
- Maintain close communications with appropriate Company Depts
- Participate in the solicitation and evaluation of 3rd party services for Lease Administration and Facility Management Services
- Manage external real estate resources (transaction management, brokerage, project management, contractors, vendors, ) for each transaction, including contract, planning and document development and administration
- Track all project costs (actual vs
- Is responsible for all of the campus network, both ongoing and taught out Schools the Administrative properties – totaling 3M SQFT Portfolio
- Assist in creating investment strategies and guidelines suitable to meet fund objectives
Qualifications for real estate portfolio
- Actively support a culture of data driven decision making
- 3+ years of software development experience in a professional environment
- OO/Web Development experience (C#, .NET, Java)
- Relational Database experience (we use Microsoft SQL Server)
- Visual Studio and Management Studio
- WCF and Rest Services
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Real Estate Portfolio Job Description
Job Description Example
Our innovative and growing company is hiring for a real estate portfolio. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for real estate portfolio
- Formal credit review processes such as Monitoring Credit File reviews, Audits, Compliance Reviews etc and on an on-going basis reviews for accuracy and completeness all formal loan documentation, comments and updates
- Evaluating, underwriting and making decisions on renewals, modifications and new deals ensuring quality and soundness for credit transactions
- Continuously monitoring and proactively managing risk/exposure and compliance with Credit Policy for assigned portfolio
- Quality, integrity and soundness of all financial analysis, underwriting and credit approval processes for an assigned portfolio
- Responsible for INFA�s sustainability strategy � locally and portfolio?wide as it pertains to the built environment, energy efficiency, waste management, commuting,certifications and including vision, governance, management, documentation and
- Perform financial modeling for the existing Tokyo portfolio of properties/assets utilizing ARGUS, Excel, Hyperion and Yardi to project cash flows and investment returns
- Perform cash flow analysis to evaluate capital projects and lease proposals and prepare recommendations for senior management approval
- Conduct financial analysis of property, tenants and markets (including rent and sales comparisons), and assist the investment team in the evaluation of potential investment opportunities
- Perform market research and analysis and support broader portfolio management activities
- Conduct market analysis of office, residential and capital markets
Qualifications for real estate portfolio
- Microsoft SQL Server and peripheral applications (SSIS, SSRS)
- Web Front End technologies – HTML, CSS, JavaScript
- Degree in a Business/Finance, Engineering or Mathematics discipline
- At least 1 year of experience in quantitative analysis and reporting
- Strong project management skills, good organization and process management abilities
- Ability to assess and underwrite an array of commercial real estate assets